Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.9B
AUM Growth
+$3.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$173M
3
+$168M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$79.8M
5
VLO icon
Valero Energy
VLO
+$75.5M

Top Sells

1
+$195M
2
+$160M
3
+$137M
4
BLK icon
Blackrock
BLK
+$103M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$99.4M

Sector Composition

1 Technology 13.21%
2 Financials 8.64%
3 Healthcare 7.44%
4 Consumer Discretionary 5.63%
5 Industrials 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$1.29M ﹤0.01%
67,019
+25,309
1477
$1.29M ﹤0.01%
36,856
+10,478
1478
$1.29M ﹤0.01%
31,421
+19,377
1479
$1.29M ﹤0.01%
39,970
-150,316
1480
$1.27M ﹤0.01%
37,647
+3,323
1481
$1.26M ﹤0.01%
82,571
-209
1482
$1.26M ﹤0.01%
27,869
-599
1483
$1.26M ﹤0.01%
1,057
+14
1484
$1.26M ﹤0.01%
944
-342
1485
$1.26M ﹤0.01%
82,620
+15,456
1486
$1.25M ﹤0.01%
720,603
-92,597
1487
$1.25M ﹤0.01%
28,902
+4,235
1488
$1.25M ﹤0.01%
5,815
-2,607
1489
$1.25M ﹤0.01%
74,952
-38,733
1490
$1.25M ﹤0.01%
25,324
-2,102
1491
$1.24M ﹤0.01%
11,087
+2,192
1492
$1.24M ﹤0.01%
7,939
-304
1493
$1.23M ﹤0.01%
47,988
-107
1494
$1.23M ﹤0.01%
3,052
-636
1495
$1.23M ﹤0.01%
43,475
+27,644
1496
$1.23M ﹤0.01%
24,832
-29,592
1497
$1.23M ﹤0.01%
6,187
-3,752
1498
$1.22M ﹤0.01%
17,721
-1,583
1499
$1.22M ﹤0.01%
13,651
+10,567
1500
$1.22M ﹤0.01%
25,475
-3,539
58 59
60
61 62